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iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

85 hedge funds and large institutions have $82.1M invested in iShares US Oil & Gas Exploration & Production ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
27
Reduced
15
Closed
11
Calls
$809K
Puts
$239K
Net Calls
+$570K
Net Calls Change
+$578K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
Wells Fargo
2
Wells Fargo
California
$10M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.08M
4
KCM
4
Karp Capital Management
California
$2.89M
5
Ameriprise
5
Ameriprise
Minnesota
$2.23M

Top Sellers

1
GT
1
Glenmede Trust
Pennsylvania
$3K
2
AA
2
Ancora Advisors
Ohio
$1K
3
Goldman Sachs
3
Goldman Sachs
New York
$333K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
EH
5
Equitable Holdings
New York
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
26
Summit Trail Advisors
New York
$469K +$469K +13,909 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$461K +$103K +3,060 +29%
FTUS
28
Flow Traders U.S.
New York
$397K +$397K +11,762 New
SI
29
Stephens Inc
Arkansas
$385K +$385K +11,414 New
CFA
30
Carroll Financial Associates
North Carolina
$354K +$354K +10,510 New
Goldman Sachs
31
Goldman Sachs
New York
$333K -$1.04M -30,817 -76%
WCWM
32
Willow Creek Wealth Management
California
$332K +$332K +9,844 New
UCFA
33
United Capital Financial Advisors
Texas
$318K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$265K +$265K +7,860 New
Creative Planning
35
Creative Planning
Kansas
$234K -$101K -2,999 -30%
SFI
36
SPC Financial Inc
Maryland
$230K +$230K +6,835 New
SPIA
37
Steward Partners Investment Advisory
New York
$225K +$213K +6,309 +1,728%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$213K -$303K -9,000 -59%
OC
39
Oppenheimer & Co
New York
$211K +$211K +6,254 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$202K +$4.5K +133 +2%
Citigroup
41
Citigroup
New York
$174K – – –
WTC
42
WhitTier Trust Company
Nevada
$128K -$4.21K -125 -3%
FHA
43
First Horizon Advisors
Tennessee
$123K – – –
AWM
44
Avior Wealth Management
Nebraska
$110K +$31.8K +951 +41%
CAC
45
Certified Advisory Corp
Florida
$92K +$26.6K +793 +41%
CAN
46
Cetera Advisor Networks
California
$49K +$49K +1,440 New
SFSG
47
Stearns Financial Services Group
North Carolina
$48K +$48K +1,418 New
WAS
48
Winch Advisory Services
Wisconsin
$45K – – –
EWA
49
Evolution Wealth Advisors
Florida
$38K +$38K +1,115 New
APWA
50
Atlas Private Wealth Advisors
New Jersey
$37K +$37K +1,100 New
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